Retirement plan

JOHN W. THROWER, INC. EMPLOYEES RETIREMENT PLAN

Name: JOHN W. THROWER, INC. - JOHN W. THROWER, INC. EMPLOYEES RETIREMENT PLAN (2020) Form 5500
Creator: JOHN W. THROWER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN W. THROWER, INC. EMPLOYEES RETIREMENT PLAN, JOHN W. THROWER, INC.

JOHN W. THROWER, INC.EIN 25-1194426Plan #001PY 2020

409 SAXONBURG BOULEVARD - SAXONBURG, PA 160569451724-352-9421LinkedIn11-50 employeesbuilding materials

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

+14.4% from 2019

Total participants

+7.7% from 2019

Average account balance

$125,269

+5.6% from 2019

Annual return

11.39%

+0.13 pp from 2019

Benchmarks

See 18,875 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,875 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.15M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$153K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.18%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1133

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$14K

$1111 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.887%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$125,269

$112,915+10.9%

$90,965+37.7%

$158,950-21.2%

Participation rate

92.3%

74.7%+17.6pp

69.0%+23.3pp

82.0%+10.3pp

Annual return

11.39%

215.75%-204.4pp

134.57%-123.2pp

302.91%-291.5pp

Employer contribution / active EE

$4,177

$2,894+44.3%

$2,122+96.8%

$4,762-12.3%

Participant deferral / active EE

$4,128-100.0%

$3,373-100.0%

$5,983-100.0%

Admin fee / account holder

$1,111

$8,044-86.2%

$5,960-81.4%

$11,248-90.1%

JOHN W. THROWER, INC. EMPLOYEES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHN W. THROWER, INC. EMPLOYEES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion